How to Run Multiple Businesses in QuickBooks

If you run multiple businesses, it’s important that you keep the records of each business accurate. This is not as simple as just using QuickBooks for both businesses. In today’s episode, Bernard Roesch explains important factors to consider with how to structure multiple businesses within QuickBooks. For more information, visit If you have any questions…..Read More

Best Practices for Controlling Company Expenses

As a business owner, you are ultimately accountable for the finances of your company. In order to manage and improve your finances, it’s important that you keep track of expenses, especially as your company grows or changes. In this episode, Bernard Roesch will cover best practices when it comes to auditing and managing expenses, along…..Read More

How to Track Bad Debt Within QuickBooks

As a business owner, you need to be sure you collect payments from your clients and customers. However, there are sometimes situations where you can’t collect payment. It’s important to organize this bad debt within QuickBooks carefully. In today’s episode, Bernard Roesch will share how to track bad debt within QuickBooks. For more information, visit…..Read More

Why Merchant Processors Hold Payments, and What to Do About It

Many businesses use merchant processors to process credit card payments. When you process a payment, you will most likely need it to operate your business. However, its possible for merchant processors to place holds on your money and not provide it to you in a timely manner. In this episode, Bernard Roesch explains why merchant…..Read More

Different Types of Merchant Account Pricing Models

To process credit card payments, you must have a merchant processing account. When you shop around to get setup with a merchant processing account, it can be quite confusing to compare companies. There are many different pricing models and different companies present the pricing in different ways. In today’s episode, Bernard Roesch will explain how…..Read More

How to Secure Credit Card Data as a Business

We’ve talked in other episodes about choosing the right merchant credit card processor for your business. Once you have merchant processing in place, it’s important to have best practice security protocols to keep the credit card information secure. Not only is this a best practice for the benefit of your customers but it will also…..Read More

Choosing a Merchant Credit Card Processor for Your Business

As a business you need to be able to process payments. Many of your customers and clients may want to pay via credit card. To process credit card payments you need a merchant credit card processing account. There are many factors to consider when choosing a merchant processor. In this episode, Bernard Roesch explains which…..Read More

How to Bill and Get Paid Recurring Payments in QuickBooks

Many businesses use QuickBooks to invoice clients and then receive payment at a later time. If you need to do automatic recurring payments where you charge clients on their credit card for a set amount every single month, this can also be done within QuickBooks. In today’s episode, Bernard Roesch explains how to configure automatic…..Read More

How to Log Expenses to a Previous Time Period

It’s important to keep your QuickBooks data accurate so that you can use it to run your business effectively. There are certain situations where you pay an expense but may want to log that expense to a previous time period. In today’s episode, Bernard Roesch explains situations of when you may need to do this,…..Read More

Key Metrics to Include in an Accounting Dashboard

Financial data is important for many business decisions. However, often data is stored in different places, which makes it easy to analyze different data points for complex decisions. Using an accounting dashboard is a great way to combine metrics and see the relationship between those metrics, even though they may be stored in different places.…..Read More